About the smart list

Smart list name: Forgotten deals

Sell section: Deals

Suggested user level: Sell user or manager

Description:Sometimes a deal will stagnate and be left forgotten in the pipeline. Depending on your sales cycle, these deals can add up quickly and skew your pipeline, forecasting, and reporting. As a sales manager, it is important to set a task for your team to periodically review these deals, so that you can paint a more accurate picture of your pipeline to leadership. This recipe uses theAdded OnandLast Stage Change Datefield to filter for old deals and understand how long they have been in their current stage. Once you have identified old deals, you can move them to theLostorUnqualifiedStage to clean up your pipeline.

How to create the report in Sell

Use the following steps to create the smart list in Sell.

1. In Sell, click theDealsicon () in the sidebar.
2. Create a new smart listin the dealsWorking Centerof your Deals.
   Tip:Admins cancreate smart list templatesfor other users to add to their account by creating the report in their smart list template settings.
3. Click+ Fieldto add the following columns:
   
   1. • Deal Name
      • Company
      • Value
      • 管道Stage:Add a filterto display only active deals that have not been moved to a closed deal stage.
      • Added Ondate:Add a filterto display a specific timeframe of when a deal could be considered stagnant.
      • Last Stage Change Date
      • Estimated Close Date
      • Ownership:Add a filterto display only your deals or deals owned by multiples users on your team.
      • Days Since Last Communication
      • Next Task
4. Name your smart list and clickSave.

For more information, see the articles:

• About views and lists in Zendesk Sell
• 处理可操作的项目出售
• Using smart lists to bulk update and take action on your leads, contacts, and deals.